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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,878 | $57,739-3.2% | $112,228-50.2% | $74,473-25.0% |
| Participation rate | 23.4% | 55.6%-32.2pp | 72.4%-49.0pp | 70.7%-47.3pp |
| Annual return | 12.56% | 19.52%-7.0pp | 30.23%-17.7pp | 34.36%-21.8pp |
| Employer contribution / active EE | $444 | $1,675-73.5% | $3,432-87.1% | $2,638-83.2% |
| Participant deferral / active EE | $815 | $2,891-71.8% | $4,800-83.0% | $4,530-82.0% |
| Admin fee / account holder | $6,995 | $462+1413.2% | $7,752-9.8% | $347+1915.5% |